Financial Adviser

Do you want to join a vibrant and friendly, successful and growing independent Financial Advice firm, with a 99% client retention rate? They believe in working to live, not living to work. They enjoy a local approach to face-to-face financial services, enabling deep and sustained client relationships. This is a Financial Planning company that truly has the clients at the centre of everything that they do.

Their Financial Advisers are provided with full admin and financial planning support, and they do really well with leads. You will get between 30 and 40 leads per month, with about 50% of these converting into clients. Currently this company has more leads coming in than the Financial Advisers can cope with, which is a nice problem to have!

Employees are offered a wide range of inclusive benefits that provide them with a healthy balance in all aspects of their lives. They invest in their people, and this is a company in which you will thrive! If you want to learn and grow, this is the place for you.

Does this describe you? 

• Providing financial advice to clients on a full range of financial planning solutions
• Enjoying building and maintaining business relationships with professional connections
• Actively seeking and identifying new financial planning opportunities with clients to generate new business
• Meeting and exceeding agreed income and quality control targets
• Ensuring a high-quality service, so that client needs are regularly reviewed and met

Your role:

To be considered for this fabulous Financial Planner role, you will need to be:

• Diploma, or equivalent Level 4 qualified, working towards Chartered Status a bonus, but not essential
• At least 2 years of experience in providing exceptional regulated financial advice
• A commercial thinker with strong new business acumen
• Ability to deliver a brilliantly holistic client financial planning experience, working comfortably under manageable pressure
• Self-motivated, efficient, thorough and forward thinking, but enjoys being part of a friendly team
• Excellent communication and interpersonal skills, with a desire to learn and grow

This is a really fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer a competitive remuneration, an excellent benefits package along with a welcoming and friendly working environment.